+240.3%
PLD vs IBN
+312.4%
-72.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.5% | +3.4% | +1.5% |
| 7D | -0.9% | -2.2% | +1.3% | -0.3% |
| 30D | -1.2% | -2.3% | +1.1% | -0.7% |
| 3M | -2.3% | +15.9% | -18.2% | -6.1% |
| 6M | +4.5% | +5.6% | -1.1% | +2.8% |
| YTD | +10.1% | -0.1% | +10.2% | +9.8% |
| 1Y | +25.9% | -6.5% | +32.4% | +27.5% |
| 3Y | +24.4% | +29.3% | -4.9% | +14.6% |
| 5Y | +15.5% | +56.6% | -41.1% | +0.6% |
| 10Y | +240.3% | +314.4% | -74.1% | +147.5% |
| All | +240.3% | +312.4% | -72.1% | +147.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded IBN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling